The research funding organization (RFO) has a policy on Open Science/ Open Access and aligns with the Horizon Europe requirements.

The research funding organization (RFO) is in the process of developing an Open Science Policy and has already endorsed the national open science policy developed in the territory where it is located, as well as related international declarations aiming to foster openness.)

The research funding organization (RFO) does not have an Open Science/ Open Access policy, nor has it endorsed any related declarations

The policy specifies the roles, rights and responsibilities of both the funder, the grantees and their host institutions.

There is a rather vague description of the roles and responsibilities of each party involved in the implementation of the policy.

There is only a description of the grantees responsibilities, without any reference to the roles and responsibilities of the funder in supporting the grantee and his/her host institution in complying with the policy.

The RFO policy is aligned with the Horizon Europe requirements in defining the terms of providing open access to publications (mandatory deposit, locus of deposit, time of deposit, provision of open access and embargo periods (if any), recommended licenses and copyright) for all types of research publications including but not limited to journal articles, conference papers, books, book chapters and reports, across all research disciplines.

The RFO policy defines the terms of providing open access to publications, but these are not aligned with the Horizon Europe requirements.

The RFO policy does not mandate open access to publications.

The RFO policy has specific provisions (aligned with the Horizon Europe requirements) stipulating open data by default and the mandatory setup of Data Management Plans for all projects, establishing clearly defined reasons for opting-out and laying down provisions for archiving, sharing, long-term preservation etc.

The RFO has provisions on open data, but these are not aligned with the Horizon Europe requirements. No reference to the mandatory setup of Data Management Plans is made.

The RFO policy does not mandate open access to research data.

The RFO has specific provisions (aligned with the Horizon Europe requirements) stipulating outputs such as workflows, protocols and software to be open by default, establishing clearly defined reasons for opting-out and laying down provisions for archiving, sharing, long-term preservation etc.

The RFO has provisions on open outputs (other than data and publications), but these are not aligned with the Horizon Europe requirements.

There are no mandatory provisions on opening and sharing research outputs in the RFO.

The RFO policy recommends the use of services that meet quality standards (OpenAIRE compatibility, CoreTrustSeal, FAIR principles, POSI principles) and provides guidance to grantees.

The RFO policy recommends the use of services that meet quality standards (OpenAIRE compatibility, CoreTrustSeal, FAIR principles, POSI principles), but does not provide further guidance to grantees.

The policy provides no guidance regarding the selection of repositories.

The RFO policy mandates the operation of inclusive services that support different disciplines and provide equal access to research outputs provided in a variety of languages.

The RFO policy recommends the operation of inclusive services that support different disciplines and provide equal access to research outputs provided in a variety of languages.

The RFO policy does not actively promote diversity in disciplines or languages.

The RFO has adopted gender equality policies and ensures that funding processes promote gender balance.

The RFO has not adopted gender equality policies, but has integrated gender considerations into their funding calls, evaluation criteria, and decision-making processes.

The RFO has neither adopted gender equality policies, nor has it integrated gender considerations into their funding calls, evaluation criteria, and decision-making processes.

The RFO ensures that all research information it uses is openly accessible by default and provides infrastructure that enables open research information.

The RFO promotes openness in research information whenever possible, but it does not provide dedicated infrastructure or services to support it.

The RFO does not support open research information.

The RFO ensures that research assessment is fair, inclusive, and based on qualitative measures, societal impact, and a diversity of research outputs, rather than relying on journal impact factors or other simplistic metrics.

The RFO acknowledges the importance of responsible research assessment and strives to incorporate both qualitative and quantitative indicators, though journal-based metrics still play a role in evaluation.

Research assessment in our funding organization primarily depends on journal impact factors, citation counts, and other traditional bibliometric indicators.

The RFO policy ensures the allocation of funds for awareness-raising activities and training of different open science topics, including research ethics, legal issues related to open science, gender equality and the responsible use of AI in research in cooperation with RPOs and other stakeholders.

The RFO allocates some funds for awareness-raising on its policy and a limited scope of open science.

The RFO policy has no dedicated funding in support of awareness-raising or training activities.

The RFO has included “openness” throughout the entire research lifecycle as a criterion in proposal/project evaluation.

The RFO policy only considers Open Access to publications and research data during the evaluation of proposal/ projects.

The RFO policy does not include any evaluation criterion linked to “openness”.

The RFO provides funding for open access publication costs to grantees and to their institutions.

The RFO provides funding to grantees for open access publication costs.

The RFO provides funding for open access publication costs, including for publications in hybrid journals.

The RFO has a set up a mechanism for monitoring policy compliance by its grantees, including sanctions for no compliance (reduction in the amount of the grant).

The RFO has a mechanism for monitoring policy compliance by its grantees, yet no sanctions are foreseen in the case of no compliance.

The is no mechanism for monitoring compliance.

The RFOs policy contains a specific time plan for its review (and possible update).

The RFO is in the process of developing a plan for the review (and possible update) of its policy.

There is no provision in the policy for its review/ update.

The policy is provided in a machine-readable format and can be accessed via API.

The RFO will shortly provide its policy in a machine-readable format.

The policy is not provided in a machine-readable format.